HealthTree Foundation Inc (EIN 455354811) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

Jennifer Ahlstrom

Phone

8007091113

Tax Period

2024-01-01 to 2024-12-31

HealthTree Foundation Inc, founded in 2012, is a community nonprofit in the Diseases & Disorders sector that reported $7.5M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

HealthTree Foundation is a global non-profit organization providing education support and research for blood cancer patients. Using cutting-edge technology HealthTree Cure Hub unites patients and researchers with the data they need to obtain better care and faster cures.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,575,067

Program Service Revenue $0

Investment Income $0

Other Revenue $908,080

TOTAL REVENUE $7,483,147

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $5,169,591

Fundraising Expenses $58,044

Program Expenses $6,193,264

Other Expenses $2,107,598

TOTAL EXPENSES $7,285,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,483,147	$5,450,407	+0.4%
Expenses	$7,285,189	$5,618,904	+0.3%
Net Income	$197,958	$-168,497	-2.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$666,310

Total Directors

$437,161

Key Employees

$159,511

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER AHLSTROM	PRESIDENT CEO DIRECTOR	45.00	Officer Director	$210,465	$0	$210,465
JUAN PABLO CAPDEVILA PONCE DE LEON	CHIEF TECHNOLOGY OFFICER	45.00	Officer	$179,490	$0	$179,490
LAURA GILMAN	CHIEF GROWTH OFFICER	45.00	Officer	$149,863	$0	$149,863
RYAN MILLER	CHIEF FINANCIAL OFFICER	45.00	Officer Director	$126,492	$0	$126,492
ROZALYNN HITE	SECRETARY - DIRECTOR OF PATIENT COMMUNITY	45.00	Director	$100,204	$0	$100,204
GLEN MELLA	DIRECTOR	1.25	Director	$0	$0	$0
BRIAN BERTHA	DIRECTOR	1.25	Director	$0	$0	$0
OWEN LEGARE	DIRECTOR	1.25	Director	$0	$0	$0
JAY HYDREN	SR DIRECTOR OF CLINCAL RESEARCH	45.00	Key Emp	$159,511	$0	$159,511
TODD FOSTER	DIRECTOR OF PRODUCT MANAGEMENT	45.00	Highest	$173,067	$0	$173,067
ERIN HENRY	DIRECTOR OF BUSINESS DEVELOPMENT	45.00	Highest	$131,032	$0	$131,032
DIEGO HERNANDEZ	SOFTWARE ENGINEER	45.00	Highest	$121,850	$0	$121,850
KATHRYN BRASWELL	DIRECTOR OF PATIENT EDUCATION	45.00	Highest	$120,000	$0	$120,000
ANA SAHAGUN	HEAD OF PATIENT EXPERIENCE	45.00	Highest	$106,210	$0	$106,210

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$7,483,147	$7,285,189	$2,868,358	$197,958
2023	$5,450,407	$5,618,904	$1,955,234	$-168,497
2022	$4,765,109	$5,289,093	$2,176,791	$-523,984
2021	$4,932,729	$4,400,338	$3,314,648	$532,391
2020	$4,209,687	$3,315,978	$2,281,711	$893,709
2019	$2,809,139	$2,178,867	$952,796	$630,272
2018	$1,142,454	$1,497,234	$326,963	$-354,780

HealthTree Foundation Inc